Coffee Memo with Rob Stephen
Episodes
Coffee Memo | Rob Talks Coffee Forecasts Ep. 11
23 Dec 2025
Contributed by Lukas
TakeawaysCoffee forecasts are essentially opinions based on various data points.Mother nature plays a significant role in coffee production outcomes.F...
Coffee Memo | Rob Talks COT Report for Coffee Ep. 10
25 Nov 2025
Contributed by Lukas
"All that this report does is tell them, are they long or are they short? If they're long, they are hoping or betting that the prices will go up. And ...
Coffee Memo | Headline Edition: Tariff Updates
18 Nov 2025
Contributed by Lukas
TakeawaysAlthough it's been announced that reciprocal tariffs on coffee are no longer in effect as of Friday, November 14th at 12:01 am, punitive tari...
Coffee Memo | Rob Answers Questions from the Mailbag Ep. 9
18 Nov 2025
Contributed by Lukas
TakeawaysThe Intercontinental Exchange is analogous to a bank, making money from fees, services, and interest.Only certain countries can tender coffee...
Coffee Memo | Rob Talks Certified Coffee Stocks Ep. 8
11 Nov 2025
Contributed by Lukas
TakeawaysThe lower the exchange certified stocks go, the more dangerous it is for the liquidity of the market.Liquidity is crucial for the stability o...
Coffee Memo | Rob Talks with Michael Nugent Ep. 7
31 Oct 2025
Contributed by Lukas
TakeawaysVolatility is a significant characteristic of the current coffee market.Understanding historical context is crucial for predicting future tre...
Coffee Memo | Rob Talks EUDR Ep. 6
22 Oct 2025
Contributed by Lukas
TakeawaysEUDR stands for European Union Deforestation Regulation.Coffee is a significant contributor to deforestation in the EU.Compliance with EUDR r...
Coffee Memo | Rob Talks Back to Basics in Turbulent Times Ep. 5
22 Oct 2025
Contributed by Lukas
00:00 Introduction to Coffee Memo and Current Industry Landscape02:42 Understanding the Unprecedented Volatility in Coffee Prices05:16 The Importance ...
Coffee Memo | Rob Talks Working Capital Ep. 4
22 Oct 2025
Contributed by Lukas
TakeawaysTight supply and credit are major issues in the coffee industry.Working capital is crucial for navigating market fluctuations.Coffee prices h...
Coffee Memo | Rob Talks Inverted Market Ep. 3
22 Oct 2025
Contributed by Lukas
Chapters00:00 Introduction to the Inverted Market02:49 Understanding Backwardation and Contango05:24 Implications of the Inverted Market for Roasters0...
Coffee Memo | Rob Talks Coffee Market and Supply Structure Ep. 2
22 Oct 2025
Contributed by Lukas
TakeawaysThe coffee market is unpredictable and requires constant scenario planning.Recent cold weather in Brazil had minimal impact on overall crop s...
Coffee Memo | Rob Talks Tariffs Ep. 1
22 Oct 2025
Contributed by Lukas
Episode NotesUnderstanding tariffs is important for coffee industry players.Current tariffs on coffee are broad and uncertain.Brazilian coffee is sign...